Mainsail Wealth Advisors, LLC - In The NEws

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Team News

Peyton Bodziak Promoted to Associate Advisor
Jason Koptish Named to Forbes 2025 Best in State
Mainsail Team Newsletter Released
Gilda Burket Passes Series 66 Exam
Gilda Burket Passes Series 7 Exam
Stephanie Pafundi Joins Mainsail
Peyton Bodziak Passes CFP Exam
Jason Koptish Named to Forbes 2024
Jason Koptish – AdvisorHub 100 to Watch
Nick Shedd Promoted to Director
Jason Koptish – AdvisorHub Fast Growing List
Jason Koptish Named to Forbes 2023
Randi Zahm Promoted to Director
Randi Zahm Earns FPQP®
Mainsail Welcomes Gilda Burket
Jason Koptish – Forbes 2022
Scott Haley – Forbes 2021
Mainsail – Invested in Gloucester
Nick Shedd Earns CFA®

Articles of Interest

Tariffs & Market Volatility: Our Perspective
Market Update: Tariffs & Turbulence
Social Security Increases Benefits by 3.2% for 2024
Setting Up Client Access - Tutorials & Videos

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6641 Main S. Gloucester, VA 23061 | 4510 Cox Rd., Suite 103, Glen Allen, VA 23060 | Phone: 804-693-5500 | Fax: 804-693-2925

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